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Copperleaf Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Copperleaf Capital’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.57M Sell
7,819
-46
-0.6% -$14.5K 1.23% 23
2025
Q2 		$2.39M Buy
7,865
+486
+7% +$137K 1.21% 20
2025
Q1 		$2.03M Buy
7,379
+1,274
+21% +$370K 1.21% 20
2024
Q4 		$1.77M Buy
6,105
+279
+5% +$81.4K 1.12% 25
2024
Q3 		$1.65M Buy
5,826
+1,828
+46% +$499K 1.26% 26
2024
Q2 		$1.07M Sell
3,998
-690
-15% -$179K 0.86% 33
2024
Q1 		$1.22M Hold
4,688
– – 1.05% 30
2023
Q4 		$1.11M Sell
4,688
-1,047
-18% -$231K 1.13% 30
2023
Q3 		$1.22M Sell
5,735
-1,307
-19% -$289K 1.32% 24
2023
Q2 		$1.55M Sell
7,042
-3,860
-35% -$805K 1.45% 23
2023
Q1 		$2.23M Buy
10,902
+436
+4% +$87.3K 2.21% 13
2022
Q4 		$2M Sell
10,466
-58
-0.6% -$11.2K 2.3% 12
2022
Q3 		$1.89M Buy
10,524
+3,037
+41% +$605K 2.04% 14
2022
Q2 		$1.41M Buy
+7,487
New +$1.54M 1.43% 25

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Copperleaf Capital's VTI Position: Q3 2025 in Review

Copperleaf Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.58% in Q3 2025, selling an estimated $14.5K and leaving 7,819 shares worth $2.57M. The position accounts for 1.23% of the portfolio, ranked #23.

Copperleaf Capital first reported a position in VTI in Q2 2022 and has held it in 14 quarters since. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Copperleaf Capital held 7,819 shares of Vanguard Morningstar Total Stock Market ETF worth $2.57M as of Q3 2025.
  • Copperleaf Capital sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $14.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.23% of Copperleaf Capital's portfolio in Q3 2025, its #23 holding.
  • Copperleaf Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 14 quarters since.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.